Correlation
The correlation between HLDIX and VTI is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
HLDIX vs. VTI
Compare and contrast key facts about Hartford Emerging Markets Local Debt Fund (HLDIX) and Vanguard Total Stock Market ETF (VTI).
HLDIX is managed by Hartford Mutual Funds. It was launched on May 30, 2011. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLDIX or VTI.
Performance
HLDIX vs. VTI - Performance Comparison
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Key characteristics
HLDIX:
1.14
VTI:
0.68
HLDIX:
1.52
VTI:
0.98
HLDIX:
1.19
VTI:
1.14
HLDIX:
0.69
VTI:
0.63
HLDIX:
1.72
VTI:
2.36
HLDIX:
3.84%
VTI:
5.17%
HLDIX:
6.44%
VTI:
20.37%
HLDIX:
-30.44%
VTI:
-55.45%
HLDIX:
-1.32%
VTI:
-4.03%
Returns By Period
In the year-to-date period, HLDIX achieves a 7.87% return, which is significantly higher than VTI's 0.38% return. Over the past 10 years, HLDIX has underperformed VTI with an annualized return of 1.87%, while VTI has yielded a comparatively higher 12.13% annualized return.
HLDIX
7.87%
1.30%
5.56%
7.28%
5.73%
2.34%
1.87%
VTI
0.38%
6.25%
-2.68%
13.67%
13.71%
15.23%
12.13%
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HLDIX vs. VTI - Expense Ratio Comparison
HLDIX has a 0.93% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
HLDIX vs. VTI — Risk-Adjusted Performance Rank
HLDIX
VTI
HLDIX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Emerging Markets Local Debt Fund (HLDIX) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
HLDIX vs. VTI - Dividend Comparison
HLDIX's dividend yield for the trailing twelve months is around 5.21%, more than VTI's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLDIX Hartford Emerging Markets Local Debt Fund | 5.21% | 5.88% | 5.27% | 4.25% | 4.72% | 4.07% | 5.04% | 7.90% | 27.01% | 5.04% | 5.93% | 5.42% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
HLDIX vs. VTI - Drawdown Comparison
The maximum HLDIX drawdown since its inception was -30.44%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for HLDIX and VTI.
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Volatility
HLDIX vs. VTI - Volatility Comparison
The current volatility for Hartford Emerging Markets Local Debt Fund (HLDIX) is 1.25%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.90%. This indicates that HLDIX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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